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Setting up competitors

Competitors are other organizations that are selling products similar to yours. A Sales Ops operator sets up and manages your competitors in the Pega Sales Automation application.

To set up competitors, complete the following steps:

  1. Log into the application as an operator with the Sales Ops persona.

  2. In the navigation pane, click Tools.

  3. Click Competitors Create competitors .

  4. Complete the fields on the Create competitor form.

  5. Click Submit.

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